8 min read

The New Client Questionnaire: The basics to know before you start

Written by
Published on
October 3, 2022

As a new company owner, you may be asking how to attract new clients. One of the most effective strategies is to use a new client questionnaire.

This eliminates individuals who aren't serious about your services and also gives you all the information you need upfront so there are no unpleasant surprises later in the project. We'll go over what a new client questionnaire

A new client questionnaire is a digital survey you administer to your new clients in order to acquire all of the necessary information before beginning a job.

Name, contact information, and so on may all be included in the text.

The new client survey is critical since it will allow you to gather all of the information you'll need from your new clients upfront.


The basics of your new client questionnaire

When it comes to preparing a new client questionnaire, there are several subtleties to consider in order to improve your new client questionnaire: They are as follows:

Simplicity is the key

The basics of your new client questionnaire

New client forms should be brief and to the point.

Don't get overly comprehensive; you want your new clients to fill out the new client questionnaire in about 15 minutes or less, as this will provide them with a sense of ease.

Because there is no superfluous information that may cause confusion later on, the simplicity of a new client questionnaire makes it effective for both sides.

Organize it and stay neat

The basics of your new client questionnaire

The new client questionnaire should be well-structured and simple to follow.

This will allow your new clients to fill out the new client questionnaire without difficulty, allowing you to obtain all of the information you need from them.

The organization of a new client questionnaire is crucial because it reveals how much thought went into its creation.

A well-structured new client questionnaire sends the message that you're professional and that your clients' satisfaction matters to you.

Also Read: Tips For Linkedin Posts To Boost Engagement

Use the right tools

A well-designed new client questionnaire should be simple to use and appear professional.

This will make it simpler for your new clients to fill out the new client form, as well as let you know how seriously they're taking the process.

On the other hand, a well-designed new client questionnaire will demonstrate to them that you are committed to your job and that customer happiness is important to you.

When creating your new client questionnaire, make sure you use professional design software like Adobe Indesign or Photoshop.

If you're unfamiliar with these programs, there are numerous online lessons to assist you to learn how to use them.

Make it simple for new clients to access the client questionnaire

The basics of your new client questionnaire

For your new clients, you should have an ongoing survey. Having a difficult-to-find link or document will make them lose interest in completing the new client questionnaire.

The organization is critical because you never know when they may want to fill it out, so having a link or document that is easy to find is vital.

It's also critical to have both digital and paper copies of the new client questionnaire available since some individuals still like paper over digital gadgets.

However, this isn't always necessary, and it is sometimes determined by their preference.

I, therefore, advise having both versions of the new client questionnaire on hand just in case!

Add the new client questionnaire in all new emails

The basics of your new client questionnaire

Every new email you send out should include a client questionnaire.

This will guarantee that new clients see the link and fill it out as soon as possible, avoiding any delays or confusion along the way.

You want your new clients to complete their new client forms right away because this demonstrates how serious you are about working with them, which is more credible if they're filling out an important form like a new client questionnaire!

Gauge new client's interest

The new client questionnaire may also be used to determine whether or not a potential cust
omer is interested in your services.

This can assist you in determining if the potential client is worth pursuing and if they would be a suitable match for your business.

The New Client Questionnaire should include inquiries about their requirements, the services they're looking for, and how much money they have to spend.

Offer incentives

The basics of your new client questionnaire

Offering incentives to potential new clients who fill out the new client questionnaire is a fantastic approach to get them interested in your company and entice them to complete it.

It's critical to ensure that the incentive you're offering is worthwhile, or they may not take advantage of it.

Don't skip follow-up

The basics of your new client questionnaire

When attempting to gather information from new clients, don't just rely on the initial client questionnaire.

A follow-up is an excellent technique to learn more about them and ensure that they are completely satisfied with the services you've already provided.

Questions regarding their experience with you, your services, and any improvements they could suggest should be included in the New Client Questionnaire.

This will assist you in growing your business and ensuring that new customers are satisfied with the work you've done for them.

Thank the new client for completing the new client form.

Finally, be sure to thank your new clients for their time in filling out the new client questionnaire.

A thank-you note from you to them demonstrates your appreciation for their time and assistance in improving your company.

Things to Include in your new client questionnaire

Questions about your new clients' new business needs.

This will assist you in determining what services they require and how much money they are ready to spend on new services, both of which are essential to know before beginning a project!

New clients should be asked questions about their industry so that you can ensure your talents are appropriate for the job they perform.

Knowing your clients' sectors is essential since it requires specialized understanding to develop a successful website for them!

Remember that you don't want to overwhelm a new client survey with too many questions, or else the responses will become repetitive over time.

The clients' contact information

This is an essential component of the new client questionnaire since it's the only method for you to connect with new consumers.

New client questionnaires should have a button for submitting answers so that new clients can do so quickly and simply!

You should also make sure that your contact information is on the form itself, allowing new clients immediate access if they need assistance filling out questions or don't understand something.

Find their website goals

It's simple to get started. Simply ask your existing customers what they want or need in order to succeed.

New clients should be asked about the kind of metrics they desire on their new sites so you may ensure that the new site meets those needs!

This information will help you and the new client better understand one another by determining whether your new client's expectations are genuine and achievable.

You may find that some parts of a client's proposals are not feasible or don't match your company's strategy.

Find everything about their budget

This is significant since it allows you to evaluate how much work they are able to do for you and whether or not they're a possible client.

You don't want to devote too much time to a new customer's project only to discover that they can't afford your services!

On the other side, new client questionnaires should also ask new clients about their spending capacity so you know when to call it quits attempting to get more cash from them.

Budget information will assist you and the new client in better understanding each other as well as establishing reasonable expectations for the project at hand.

Remember, it's usually better to start small with new clients and gradually increase prices as the relationship develops!

Find the communication channels that fit their comfort

This is essential since it will teach you how to connect with new clients and how frequently they want to be contacted.

You may even request social media handles from new clients so you can follow them on Twitter or Facebook!

The inclusion of this information in fresh client surveys ensures that both you and the client are comfortable with how you interact.

It also allows new clients to reach out to you easily if they have any queries about the work!

Website history, a must-have

This is crucial since it gives you an insight into how their old site was built, what type of design they enjoy, and whether or not they already have any branding.

You may also use this information to get a sense of the work that needs to be done on the new site!

This data will help you start your project off correctly. It will also assist new customers in keeping track of their website's development as time goes on!

Include their social media information

The basics of your new client questionnaire

It's critical to understand how active your new clients are on social media and what type of tone they want to convey with their new website in order to help you determine whether it's a good

Some new client surveys might even request the Twitter or Facebook handles of new clients so you can keep track of them there!

This data can be collected in new client questionnaires to ensure that you have all of the necessary information at the beginning of your project.

Bonus Points:

  • The new customer survey should not be overly lengthy.
  • The new client questionnaire should be kept simple.
  • People don't want to devote their time to filling out superfluous or irrelevant new client forms, so it's critical to make new customer forms as brief, precise, and relevant as possible!

Read more: 5 Best Follow-up Email Templates For Getting Responses


The client questionnaire is critical for both new clients and firms.

By gathering data through new client questionnaires, you'll be able to better understand new customers and set reasonable expectations from the start.

This will assist you in building long-term relationships with new clients in the future by allowing you to form lifelong connections.

What is Alore?

Email Warmer

Generate real engagement to Warm Up Your Email Address without any human intervention

Drip Campaigner

Send emails that generate new business opprotunities for you

Collaborative Inbox

Improve team performance & customer experience - manage multiple email addresses from one place